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How to manage your branding settings and Email templates
How to manage your branding settings and Email templates

How to manage your branding settings (logo, subdomain, redirect URL) create/manage themes and create/manage Email templates

Updated over a week ago

How to navigate to your Branding settings

  1. Click on your profile image up to the right

  2. Select Settings

  3. Select Branding under Entity settings

  4. Here you can set up the branding for your entity

Branding settings

Within Branding settings, you can:

Upload a logo

  • Upload your company's logo to be shown in the email sent to your recipient(s)

Set a subdomain

  • Set a subdomain, this could for example be your company name, this will be added to the URL on the documents that are sent out to the recipient(s).

Redirect URL

  • Add a webpage you want your signers to be redirected to after they have signed a document

Select theme

  • Select the theme you want for your email/document that are sent out from the entity

Manage theme

  • Create new themes and edit existing themes

Please note!

  • Always make sure to click on Save when making any changes here!

How to upload a logo

  1. Click on Upload image

  2. Select a file from your computer

    Please note! A logo with white text or details on a transparent background will not be visible on the signing page

  3. Done!

How to select a theme

  1. Click on the field Select theme

  2. Select the theme you want to use for all your future emails/documents that will be sent out from the entity

  3. Click on Save

  4. Done!

How to create a theme

  1. Click on Manage themes

  2. Click on New theme

  3. Fill in all the fields and design the theme how you want it

  4. Click on Save

  5. Done!

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The options available when creating a theme

When creating a new theme you can set:

Name

  • Give your theme a name

Background color

  • Changes the background color of the email header banner

Accent color

  • Changes the color of the View document button shown to the recipient in the email and also the color of the sign/approve button.

Background type

  • Set the background type to fixed or scroll

Sign button text

  • This changes the signing button text that the signers will click on to sign the document.

  • Please note: This is only available in plan Enterprise Plus

Default editor font

  • This changes the text font of the text that follows under the heading in the editor block.

Default font for editor headings

  • Changes the text font of the heading when writing an editor block

Background image

  • Changes the background behind the document when a recipient opens the document.

  • We recommend using a high-resolution background and also that the background image is in landscape mode instead of portrait mode

  • When choosing the editor fonts you will always see a preview of how the chosen Font will look to the right of the two columns.

  • The first sentence demonstrates the font selected for Default editor font

  • The second sentence demonstrates the font selected for Default font for editor headings

  • To see what the different Editor Heading Fonts look like, click here.

  • We recommend using a high-resolution picture for your background image. When finished, click Save and close the window.

How to manage themes

  1. Click on Manage theme

  2. Click on the theme you want to edit, either by clicking on the three dots and selecting Edit och click on the theme name

    Please note! The built-in theme cannot be edited, if you want to edit these you can click on them and then select Create new version, then you can change that theme.

  3. When you have made any changes click on Update theme

  4. Done! Now you can go back to branding and select the theme

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How to redirect signers to a specific website after sign

  1. Click on the field Redirect URL

  2. Enter the webpage

  3. Click on Save

  4. Done!

You can also use dynamic merge variables in the redirect URL, such as ​​{{recipient.fullname}}, {{recipient.email}}, {{recipient.mobile}}, {{recipient.company_name}}, {{recipient.company_number}}, {{document.name}},​ {{document.value}}{{document.external_id}}, ​and {{document.unique_id}}.

How to create and manage Email templates

Please note! Email templates are only for our Enterprise Plus plan

Within Email templates under Branding, you can:

Select Template for document sendings

  • Can always be changed manually by each user when sending a document

Select Template for notifications

  • Will be the default templates used when notifications are sent out

Manage email templates

  • Creating new email templates

  • Managing existing email templates

How to create an email template:

  1. Click on Manage email templates

  2. Click on New Email template

  3. To learn more about how to do it, read this guide

  4. Click on Save when you are done

How to edit an email template

  1. Click on Manage template

  2. Click on the three dots and select Edit or click on the template name

  3. Make the changes

  4. Click on Save when you are done

Please note!

  • If you hardcode any text in the email template, it will be used in both the send-out and the notification for reminders and signed documents.

  • If you remove the {{email.message}} tag. The email template text will also be sent, and replace the document(s) reminder email text and signed email text.

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